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23-01-2024
hxxps://www.msn.com/en-us/money/companies/critical-chip-firm-asml-posts-30-surge-in-full-year-revenue-but-signals-slowdown-in-2024/ar-BB1hasU2 https://finance.yahoo.com/news/asml-orders-triple-demand-most-063820178.html (Bloomberg) -- ASML Holding NV orders more than tripled last quarter from the previous three months as demand for its most-sophisticated machines soared, in a sign that the semiconductor industry may be recovering. ASML is our 4th largest holding at 8%, but there may be a read over to the other chip holdings for 2024 /2025 chip demand forecasts :) dyor etc